Rosenbaum Financial

Finance · Oregon, United States · 11-50 Employees

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Overview

Headquarters

150 SW Harrison St Ste 300, Portland, Or...

Phone Number

(503) 352-1300

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Rosenbaum Financial

Rosenbaum Financial is an independent RIA with deep roots going back to 1956. The firm's advisors take pride in being comprehensive wealth managers who offer conflict-free investment management, retirement planning, estate planning, charitable giving, intergenerational planning, tax planning and business valuation advice to clients.Explore more
Rosenbaum Financial's Social MediaPopular SearchesRosenbaum Financial IncRosenbaum FinancialRosenbaum Financial LLCRosenbaum Financial Services IncRosenbaumFinancialSIC Code 62,628NAICS Code 52,523Show more

Rosenbaum Financial Org Chart

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United States flag for contact location.

Chief Executive Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Rosenbaum Financial

<$5M
11-50
Private
<$5M
1982
$36M
1-10
Private
-
2013
LW
Lori WedlakeFounder & Managing Director
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1982
<$5M
1-10
Private
-
2004
HV
Hunter VernonSenior Financial Advisor & Relationship Manager
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
2004
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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

Rosenbaum Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Rosenbaum Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Rosenbaum Financial.

Rosenbaum Financial financials insights

Gather financial insights about Rosenbaum Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Rosenbaum Financial's Financials Insights

Rosenbaum Financial Tech Stack

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Rosenbaum Financial News & Media

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Frequently Asked Questions Regarding Rosenbaum Financial

What is Rosenbaum Financial's official website?
Rosenbaum Financial's official website is www.rosenbaumfinancial.com
What is Rosenbaum Financial's Revenue?
Rosenbaum Financial's revenue is <$5 Million
What is Rosenbaum Financial's SIC code?
Rosenbaum Financial's SIC: 62,628
What is Rosenbaum Financial's NAICS code?
Rosenbaum Financial's NAICS: 52,523
How many employees does Rosenbaum Financial have?
Rosenbaum Financial has 11-50 employees
What industry does Rosenbaum Financial belong to?
Rosenbaum Financial is in the industry of: Finance, Securities Trading
What is Rosenbaum Financial competition?
Rosenbaum Financial top competitors include: MoonDance Investment Advisors, LLC, Stockade Wealth Management, The Normann Financial Group, DB McKenna
What companies has Rosenbaum Financial acquired?
Rosenbaum Financial has acquired the companies: Arnerich Massena, Rosenbaum Financial, George R Pierce & Associates
What technology does Rosenbaum Financial use?
Some of the popular technologies that Rosenbaum Financial uses are: Microsoft 365, Squarespace, Microsoft Exchange Online
How do I contact Rosenbaum Financial?
Rosenbaum Financial contact info: Phone number: (503) 352-1300 Website: www.rosenbaumfinancial.com
What does Rosenbaum Financial do?

Rosenbaum Financial is an independent RIA with deep roots going back to 1956. The firm's advisors take pride in being comprehensive wealth managers who offer conflict-free investment management, retirement planning, estate planning, charitable giving, intergenerational planning, tax planning and business valuation advice to clients.... Read More

What are Rosenbaum Financial social media links?
Rosenbaum Financial Linkedin page Rosenbaum Financial Twitter page Rosenbaum Financial Facebook page
Is Rosenbaum Financial a public company?
Rosenbaum Financial is private company therefore does not currently have an official ticker symbol
See more information about Rosenbaum Financial

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